What is Smartforms? How do I get started?

Modified on: Fri, 6 Apr, 2018 at 12:44 PM

Smartforms (formerly Autotrack) is a feature that helps you track how your leads interact with your page. By integrating Smartforms on to your website, you can track your forms and push leads onto your CRM. Learn more about your customers’ website interactions and improve your way of engaging with your customers. In this support article, we will explain how to integrate smart forms on a WordPress account. If you use a different website builder, please follow the logic given below and embed your smart forms code on the source code of your website's footer.

Login as an Admin on your Freshsales platform. (Note: Only Admins and Account Admins have access to edit and set up Web forms)

Click on to the Gear icon. This is the Admin settings button and opens the Admin settings page.

On the Admin settings page, head on to the Integrations row and click on the Web forms button.

Clicking on the Web forms button opens up the page that is dedicated for Web forms. Here, you can find options for both Web forms and Smartforms. If you haven’t created a form and are looking to create a form from scratch, follow these instructions.

If you have already created Web forms or any other form and are looking to embed Smartforms into it, click on the button titled “Integrate with existing website form. ” This opens up the Smartforms page.

On the Smartforms page, find the code snippet that helps your website track activities and Select the code. This copies the code to your clipboard and allows you to paste it at a place of your choice.

On WordPress:

Note: To integrate Web forms and Smartforms on WordPress, you require a Business Plan. Please ensure that your current WordPress plan is upgraded to the Business plan before you proceed with the integration.

When it comes to setting up Smartforms, it is important to understand that the script is embedded on the codebase of your website’s frontend. Hence, all edits should be carried out on the website’s themes for it to work effectively.

On your WordPress website, find the My Site button on the top left corner of your page and click it. This opens the Site Customizer and gives you access to a dashboard where you can find a host of tools that allow you to carry out customizations on your website.

On the Site Customizer page, scroll down to the Themes section and click on the Customize button associated with the same. The Customize section opens a toolbar that allows you to carry out modifications to your website’s theme and add widgets.

Scroll down to Widgets and click on the same. This opens up a dedicated page where you can find your website’s footers.

Clicking on the footers allows you to modify them according to your choice. Click on the button. This opens up a toolbar that allows you add a variety of Widgets such as such as images, videos, forms, HTML code, buttons, etc.

Click on the “+ Custom HTML” widget. This allows you to add arbitrary HTML code to your footer.

Paste your Smartforms code snippet in the contents section of this widget and click on “Done.” This embeds the Smartforms code in your website and sends the data back to your Freshsales platform.

How to find out if my website is receiving data?

On Freshsales, you can test to find out if your website is sending data back to the Freshsales. Here’s how you can do it.

Paste the URL of your website in the text field and click on Check Now button.

If your smartform integration is successful, you will receive a success message on top of the text field. This will allow your Freshsales platform to track visitor engagement on your website.

Here’s how you can see how your leads are interacting with your website:

How does Smartforms update lead fields?

Every field in your web form is mapped automatically to your Lead fields, Default and Custom fields.

To update custom fields, create one with the same label name used in your web form. Data entered by your lead in the form is updated to the custom field.

If one or more of your form's field did not match with the existing lead property, a note stating so is added to the lead page, so that you don't lose any of your form's data. Later you can create a custom field with the name of the form's field.